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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,936 | $91,525+21.2% | $130,026-14.7% | $75,181+47.6% |
| Participation rate | 27.9% | 71.4%-43.5pp | 78.5%-50.6pp | 67.2%-39.3pp |
| Annual return | 23.37% | -631.40%+654.8pp | -137.26%+160.6pp | 160.69%-137.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,452 | $4,342-43.5% | $5,821-57.9% | $4,126-40.6% |
| Admin fee / account holder | $1,051 | $6,778-84.5% | $10,608-90.1% | $5,650-81.4% |